In the Press

Revealed: Finalists for the Sustainable Investment Awards 2017

Investment Week 30th August 2017

Now in their tenth year, Investment Week's Sustainable Investment Awards offer an opportunity to showcase expertise and commitment to investment factors that take into account environmental, social and ethical criteria, as well as good corporate behaviour.

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Who’s to blame if a robo-adviser malfunctions?

FundStrategy 17th August 2017

Robo-advisers are a natural response to an age of sophisticated technology, fee compression, and regulation-mandated changes to IFA payment structures. But though these platforms aren’t new, and in fact have already entered the 2.0 phase of their existence, there are still a great many concerns to be overcome.

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5 Reasons Robo-Advisors May Not Make The Grade

FINANCEMONTHLY 8th August 2017

Robo-advice has become one of the more popular and prominent financial technology innovations of the last few years, and it’s easy to see why. However, Lester Petch, CEO at FinchTech, reckons there’s cause for concern, and below talks Finance Monthly through five reasons robo-advice may not turn out to be all it’s promised without confronting some hard-hitting issues.

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Dispelling the myths about ethical investment

Charities Management 12th July 2017

STEPHANIE SOTIRIOU, a senior analyst at investment firm TAM ETHICAL, counters the misconceptions about ethical investment as she explains its realities.

Ethical investing, or socially responsible investing (SRI), is gradually emerging as a highly credible form of investing, with the objective to deliver financial returns whilst doing good for society and the environment we live in. Although trustees have a duty to their beneficiaries to maximise financial returns, "doing good" is an increasingly important consideration, especially as ethical investing becomes more mainstream, accessible and profitable.

Charities must consider the impact that their investments are having on our society, as well as maintain their reputation amongst existing supporters and the wider public.

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Wealth boutique to launch online investment service

Wealth Manager 22nd May 2017

TAM Asset Management is launching an online investment service designed to help IFAs cater for smaller and uneconomic clients.

The firm’s Focus suite of four risk-rated model portfolios, along with its four-strong ethical range, can be white-labelled by advisers and bolted onto their website.

The service is set to launch next quarter and the portfolios will carry an all-in fee of 0.65% with no minimum investment.

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